Always ensure your jurisdictions regulations allow your license type to perform the type of transfer your are attempting. As an example, some jurisdictions only allow retail licenses to transfer items back to the vendor they received them from and not to another retail license.
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Step 1: Log in to your Metrc portal and navigate to Transfers > Licensed.
Step 2: Select the Outgoing tab and then click the New Transfer button.
Step 3: Locate the 'Type' dropdown in the top right-hand corner of the New Licensed Transfer modal, and select the transfer type that best matches your scenario.
Step 4: In the 'Destination #1' field, enter the receiving licensee's license number.
Step 5: In the 'Planned Route' text box, record the route the distributor will take to deliver the shipment with turn by turn instructions. Note: We recommend requesting in advance of the delivery that the distributor email this information to you. You can also use a tool (like Google Maps) to generate the route with the distributor.
Step 6: In the 'Est. Departure' and 'Est. Arrival' fields, record the times the delivery leaves your shop and when it will arrive at the manufacturer. If the shipment will stay overnight at a facility, check the 'Layover' box.
Step 7: In the 'Transport #1' section of the modal, type in the distributor's license.
Step 8: In the fields immediately below, record the delivery information including employee and vehicle details.
If the shipment is transported by more than one distributor or distributor representative, click + (transporter) and repeat Steps 5 and 6 until all the legs of the trip have been recorded.
Step 9: In the 'Package #1' field, type or scan in the package ID # that you're transferring. Repeat this step until all the packages have been added to the transfer.
NOTE: Never transfer a package that's had sales made from it. Always split packages before transferring inventory, even if you're transferring the entire remaining quantity of a package. Transferring a package with previous sales causes 2 main issues:
You're required to maintain all historical sales data on all packages, but because sales records are linked to the package itself, this transfers the sales records out of your license and to the recipient of the transfer.
If you transfer a package out, any units from the transferred package won't be able to be returned by customers (e.g. a defective cartridge) because that package no longer lives in your Metrc, and there's nowhere for the unit to return to.
You can find instructions on how to split a package here.
Step 10: Click Register Transfer.
Step 11: Complete the transfer in the Outgoing Licensed Transfers screen.
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